Beacon Bridge Wealth Partners’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $505K | Sell |
3,170
-199
| -6% | -$31.7K | 0.2% | 60 |
|
|
2025
Q1 | $574K | Buy |
3,369
+30
| +0.9% | +$5.11K | 0.25% | 58 |
|
|
2024
Q4 | $560K | Hold |
3,339
| – | – | 0.24% | 60 |
|
|
2024
Q3 | $578K | Hold |
3,339
| – | – | 0.25% | 58 |
|
|
2024
Q2 | $551K | Hold |
3,339
| – | – | 0.25% | 61 |
|
|
2024
Q1 | $542K | Hold |
3,339
| – | – | 0.26% | 58 |
|
|
2023
Q4 | $489K | Hold |
3,339
| – | – | 0.24% | 56 |
|
|
2023
Q3 | $487K | Buy |
3,339
+33
| +1% | +$4.81K | 0.26% | 48 |
|
|
2023
Q2 | $502K | Hold |
3,306
| – | – | 0.26% | 39 |
|
|
2023
Q1 | $492K | Hold |
3,306
| – | – | 0.29% | 38 |
|
|
2022
Q4 | $501K | Buy |
+3,306
| New | +$501K | 0.36% | 36 |
|